RIA Intel›Advisers›South Carolina›L. JACKSON TAYLOR

L. JACKSON TAYLOR

Advisory

SC

Data as of Mar 7, 2026 · Source: SEC Form ADV

Average account
$123K
across 130 accounts
AUM per adviser
$16M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 7, 2026.

Total AUM
$16M
Discretionary %
100%
Clients
110
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients110
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

SWIFTWATER CAPITAL MANAGEMENT, LP
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-90.3% 1Y
CAPITAL FOCUS, INC.
GREENVILLE, SC
$16M
MONEY POOLE...SOLUTIONS FOR LIFE, LLC
$15M
FINANCIAL PLANNERS, LLC
AIKEN, SC
$17M
FINANCIAL FREEDOM ADVISORS, LLC
$17M
FIDUCIARY ORGANIZATION, LLC
GREENVILLE, SC
$15M

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